Head of Fixed Income Services

The Head of Fixed Income Services leads the effort to deliver fixed income solutions for institutional and private clients.  This role focuses on relationship management including implementation of fixed income strategies and ongoing portfolio management.  Duties include client contact, portfolio performance review, marketing presentations, and portfolio maintenance and restructuring.  Responsible for driving new business growth for fixed income focused clients including efforts with institutional clients.  Works in close partnership with the Head of Fixed Income Solutions to analyze and select fixed income securities.  Supports macroeconomic and fixed income discussions during weekly investment meetings in partnership with the Fixed Income Solutions team.

Position Responsibilities:

Business development and relationship management

• Drive relationship growth and new business opportunities for fixed income solutions.
• Support the development of institutional client opportunities.
• Manage relationships for clients with a focus on fixed income solutions.
• Proactively attend to client needs and regularly meet with clients for portfolio reviews.
• Network with clients and prospects at Bartlett sponsored events.
• Seek additional drivers of new business opportunities and fixed income solutions growth.

Portfolio management and fixed income strategy

• Answer client questions about account performance, strategy, or other related topics.
• Execute trades in accounts to reflect any recent changes in the strategy or model.
• Proactively reinvest cash from bond maturities, where appropriate.
• Participate in weekly fixed income team strategy meetings to review fundamental and technical data macroeconomic and portfolio data.
• Actively engage in macroeconomic analysis and translate to Bartlett portfolio needs.

Internal communication

• Publish comments and recommendations regarding credit fundamentals and fixed income strategy.
• Support fixed income discussion during weekly firm-wide investment meeting.
• Respond to team requests regarding portfolio allocation and other fixed income questions.
• Coordinate fixed income policy with Wealth Advisors.

Fixed income team support

• Support the fixed income team in other research and portfolio management needs including credit analysis, monitoring of securities, and proactive cash management.
• Provide direction to traders on appropriate pricing levels for fixed income securities and maintain relationships with fixed income-trading firms.

Requirements

• Bachelor’s Degree in Finance or related field.
• CFA designation.
• 10+ years of relevant experience, preferably with an RIA/wealth management firm.
• Strong, broad-based knowledge of the wealth management business, allowing for capable articulation of the firm’s strategy on investments within the context of an overall wealth management plan.
• Strong investment knowledge and considerable experience working with individual securities and funds.

In addition, the ideal associate will:

• Have a strong work ethic and commitment to success and growth of the firm.
• Be able to work successfully in an entrepreneurial environment.
• Act with a high degree of integrity and ethics, both personally and professionally. 
• Be a self-starter with the ability to work independently and collaboratively as part of a team and with a wide array of people.
• Have excellent interpersonal skills with the ability to listen and interpret, gather objective information, negotiate, and respond to all levels of interaction.
• Be a strategic thinker, creative problem solver and competent decision maker.
• Have a sense of urgency with a strong attention to detail.
• Strong organizational skills with the ability to manage multiple deadlines.
• Have excellent oral and written communication and presentation skills.
• Be articulate, have a professional demeanor, and present a good image.
• Have strong aptitude and proficiency in technology solutions, including but not limited to Microsoft Office applications, portfolio management software, etc., and the ability to adapt to new office technology.
• Have an awareness and understanding of compliance issues within the investment industry.

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this job.  These statements are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel in this position.

Benefits

We offer:

• A Top Workplace winning culture built on teamwork, integrity, and diligence.
• An engaging work environment.
• Opportunity for professional growth and development.
• A hybrid work schedule.
• A competitive salary and eligibility for annual firm profitability/individual performance incentive.
• A comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.

Bartlett Wealth Management has 78 employees between its locations in Cincinnati, Chicago, and Louisville, and about $8 billion in assets under management as of September 30, 2023.

Bartlett is an Equal Opportunity Employer

#LI-Hybrid

#LI-KM1